Track Every Lead ThroughStatus Stagesto Confident Conversion
Move prospects through a clear, customisable pipeline — New, Contacted, Qualified, Proposal Sent, Won, Lost — with automated follow-ups triggered at each stage transition.
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Track Every Lead Through Status Stages to Confident Conversion
Move prospects through a clear, customisable pipeline — New, Contacted, Qualified, Proposal Sent, Won, Lost — with automated follow-ups triggered at each stage transition.
Lead status and stage track where each enquiry sits in the pipeline — new, contacted, booked or lost — so follow-up is organised and nothing is forgotten. ClinicSoftware.com moves leads through defined stages, so the team always knows the next action.
What are lead status and stage?
They mark where a lead is in the journey from enquiry to booking, such as new, contacted or booked. This organises follow-up. ClinicSoftware.com tracks the stage for every lead.
Why track lead stages?
Knowing each lead's stage means the right follow-up happens at the right time, and you can see where leads stall so you can fix that step and convert more.
Frequently Asked Questions
What are lead status and stage?
Markers of where a lead sits in the pipeline, such as new, contacted or booked. ClinicSoftware.com tracks the stage for every lead.
Why track lead stages?
So the right follow-up happens on time and you can see where leads stall and fix it.
Can I customise the stages?
Yes. Pipeline stages can reflect how your clinic works.
Does this improve conversion?
Yes. Organised follow-up converts more enquiries into bookings.
How It Works in ClinicSoftware
01
Set your pipeline stages
02
Assign each lead a status
03
Move leads forward with each action
04
Spot and fix where leads stall
Leads Status Stages give your enquiry-to-booking process a measurable, manageable structure. Define the stages that match your specific conversion journey, assign leads to the appropriate stage, and configure automated actions that fire when a lead advances — send a follow-up email, create a staff task, trigger an SMS. The pipeline dashboard shows every lead's current position and the analytics view reveals your conversion rate, average stage dwell time, and the points where prospects most frequently drop out.
Kaip tai veikia
01
Navigate to Leads then Pipeline and review the default stage configuration.
02
Customise stage names, order, and colours in Settings then Leads to match your specific conversion process.
03
Move leads between stages by dragging the Kanban card to a new column or by selecting the new stage in the lead profile.
04
Configure automated actions for each stage transition: send a templated email, create an assigned task, or trigger an SMS.
05
Review the Stage Analytics report to measure conversion rates between stages and identify where leads are stalling.
Pagrindinės ypatybės
leaderboardFully customisable stage names
leaderboardKanban drag-and-drop interface
leaderboardStage transition automations
leaderboardEmail, SMS, and task triggers
leaderboardStage dwell time analytics
leaderboardConversion rate reporting
leaderboardLost lead reason categorisation
leaderboardPipeline value calculation
Profesionalūs patarimai
lightbulbFive to seven stages is the sweet spot for a lead pipeline — more than that creates unnecessary complexity.
lightbulbDefine a maximum dwell time for each stage and create an automatic task when a lead exceeds it without action.
lightbulbAnalyse lost-lead reasons every quarter — the patterns will reveal specific gaps in your sales or follow-up process.
lightbulbTrigger an automatic follow-up task when any lead sits in the same stage for five or more consecutive days.
Feature Illustration
imageLeads Status Stage
Feature illustration
Išbandykite nemokamai
Get full access to Leads Status Stage and every other feature in ClinicSoftware.com — no credit card required.
